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San Diego Regional Immunization Registry

User Training Manuals ~ Standard User

What is a SDIR Standard or "Full" User?
SDIR has several different levels of user access which are required based on state law and the HIPAA ‘need-to-know’ guideline. There are full users, Limited Clinical Providers (LCPs) and read or view-only users.

The “Standard or full user” manual is for health care providers that administer vaccines and document immunization history. This version of the user manual is the most extensive and includes all aspects of the registry application.

Standard (Full) User Manual and User Forms

Table of Contents (pdf - 3 pages)
Introduction (pdf -10 pages)
Topics Include:
  • What is the San Diego Regional Immunization Registry?
  • What Services Can Registry Staff Offer Providers?
  • Help Desk
  • Online Resources
  • Disclosure
  • Confidentiality Oath

Section 1 - Login, Logout & Save, Alerts & Broadcast Messages
(pdf - 6 pages)

Topics Include:
  • How Do You Login?
  • Alerts for Expiring and Expired Vaccine Lots
  • How to Control the Alert from Inventory
  • Reading SDIR Broadcast Messages
  • How To Logout
  • How To Save Changes

Section 2 - Search (pdf - 19 pages)
Topics Include:
  • How to Search for a Patient
  • Display of Records and Confidential Records
  • If Your Patient is NOT Displayed and How to Enter a New Patient
  • How to Link Duplicate Home Records
    • Method One: How to Work With Duplicate Home Records
    • Method Two: Merge LINKED Duplicate Home Records

Section 3 - Demographics (pdf - 5 pages)
Topics Include:
  • How to Archive a Record
  • How to Enter Demographic Information
  • How Do You Change the Confidentiality Status of the Patient?

Section 4 - Immunization (pdf - 30 pages)
Topics Include:

Section 5 - Screenings (pdf - 8 pages)  Revised 3/29/10
Topics Include:
  • Height/Weight Screening (BMI Chart)
  • How to Enter TB Tests
  • How to Enter TB Treatment Information
  • How to Enter Blood Lead Test Screening

Section 6 - Activity Log (pdf - 5 pages)
Topics Include:
  • How to Display Activities
  • How to Add New ActivitiesHow to Flag an Activity as Important
  • Activity Log Module Descriptions


Section 7 - Utility (pdf - 35 pages)
Topics Include:


  • How to Change Your Password
  • How to Add a New Vaccinator
  • How to Archive a Vaccinator
  • Daily TB Report
  • How to Add Vaccine Inventory
  • How to Make an Adjustment to the Vaccine Inventory
  • How to Archive Inventory
  • How to Change the Facility


  • Assessment Report - Summary
  • Assessment Report - Detailed
  • Daily Immunization Report
  • Vaccine Usage Report
  • Vaccine Profile Report
  • Reminder/Outreach Report
  • Activity Report
  • Report Batch
  • VFC Order Form

Section 8 - Advanced Features / Editing (pdf - 13 pages)
Topics Include:
  • How to do an Advanced Search
  • How to Unlink a Patient Record
  • How to Edit Demographics
  • How to Edit Immunizations
  • How to Edit a Vaccinator
  • How to Edit or Adjust Vaccine Inventory
  • How to Edit and Activity in the Activity Log
Section 9 - Frequently Asked Questions (pdf - 2 pages)
Section 10 - Data Entry Guidelines (pdf - 13 pages)
Section 11 - Why Does SDIR Work This Way? (pdf - 11 pages)
Special Section for School & Child Care Users (pdf - 31 pages)
*Note: SDIR Oral Health Report and the CDPH Health Exam section are undergoing revision and may not be operational. Please contact SDIR at (619) 692-5656 if you have questions.

Section 12 - Resources (pdf - 1 page)

Index (pdf - 4 pages)

CAIR-SDIR Disclosure Statement

CAIR-SDIR Decline to Share Form
Have patient/parent/guardian sign, then file in patient chart.

CAIR-SDIR Application Security Acknowledgement Form (pdf)
(replaces CAIR-SDIR User Confidentiality Oath Form)
"If You Have a Bug" (pdf)
Complete this form then fax to the Help Desk at
(619) 692-6619.
User Suggestion Form (pdf)
Complete this form then fax to the Help Desk at
(619) 692-6619.
How are we doing?
If you have recently received service from any of our Registry staff, you are invited to download and complete our Customer Satisfaction Form and fax it to our Customer Service Manager at (619) 692-6619.

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